JPM - JPMORGAN CHASE & CO COM
This page shows which of the focused investors we track hold JPM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q3 2011 it was held by 11 managers with an aggregate reported value of $368.85M, which is 0.09% of the combined portfolio.
As of Q3 2011, 11 tracked institutional managers held JPM (JPMORGAN CHASE & CO COM) with an aggregate reported value of $368.85M — 0.09% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q3 2011
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Lee Ainslie - Maverick Capital | 2.95% | Reduce -35.1% | 7,005,686 | $211.01M |
| 2 | Christopher Davis - Davis Advisors | 0.04% | Add +47.5% | 2,830,898 | $85.27M |
| 3 | David Katz - Matrix Asset Advisors | 3.31% | Add +10.2% | 740,093 | $22.29M |
| 4 | Valley Forge Capital Management - Valley Forge Capital Management | 1.15% | New | 0 | $16.74M |
| 5 | Hillman Value Fund - Hillman Value Fund | 3.67% | Reduce -0.5% | 413,453 | $13.45M |
| 6 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.30% | Add +30.9% | 307,798 | $9.27M |
| 7 | Robert Olstein - Olstein Capital Management | 1.06% | Add +10.1% | 174,000 | $5.24M |
| 8 | Dodge & Cox - Dodge & Cox | 0.00% | Reduce -0.8% | 72,332 | $2.18M |
| 9 | Torray Funds - Torray Funds | 0.42% | Add +2.8% | 52,863 | $1.59M |
| 10 | First Eagle - First Eagle Investment Management | 0.01% | Add +21.6% | 36,843 | $1.11M |
| 11 | Thomas Russo - Gardner Russo & Quinn | 0.01% | - | 23,000 | $693K |
Loading holder history for JPM…